Valley Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Valley Financial Group’s Portfolio VTES Stock Details VTES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$512K	Buy
2025 Q4	$345K	Buy
2025 Q3	$280K	Buy
2025 Q2	$222K	Hold
2025 Q1	$221K	Buy
2024 Q4	$214K	Buy